Group 1 - The core point of the article is that Defu Technology (301511) has signed a letter of intent to acquire at least 51% of Anhui Huiru Technology Co., Ltd. through cash purchase and capital increase, making Huiru Technology a subsidiary of Defu Technology after the transaction is completed [1] - Huiru Technology specializes in the research, production, and sales of various high-performance electrolytic copper foils, including lithium battery copper foils and electronic circuit copper foils [1] - As of the date of the announcement, Huiru Technology has an electrolytic copper foil production capacity of 20,000 tons per year [1]

本次签署的《收购意向书》系各方基于收购事项达成的意向性约定，具体交易方案、交易金额等将在公 司及聘请的中介机构完成对标的公司尽职调查后，经交易各方协商后在最终签署的正式交易协议中确 定。本《收购意向书》是各方关于收购事项的合作意向，暂无需提交公司董事会或股东会审议，公司后 续将结合收购进展情况，在相关事项明确后，履行相应的决策审批程序。本次交易不构成关联交易，预 计不构成《上市公司重大资产重组管理办法》规定的重大资产重组。 （记者 王晓波） 每经AI快讯，德福科技1月11日晚间发布公告称，近日，九江德福科技股份有限公司与安徽慧儒科技有 限公司及其实际控制人王孙根签署《收购意向书》，公司拟以现金收购及增资方式，取得慧儒科技不低 于51%的股权。本次交易完成后，慧儒科技将成为公司控股子公司。 每经头条（nbdtoutiao）——美国强掳马杜罗，觊觎格陵兰，为美元霸权"续命"！全球20%石油结算已弃 用美元，38万亿美债压顶，"石油-美债"体系遭重创 ...

证券代码：301511 证券简称：德福科技 公告编号：2026-002 九江德福科技股份有限公司 关于筹划股权收购事项暨签署《收购意向书》的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 特别提示： 1、近日，九江德福科技股份有限公司（以下简称"德福科技"、"公司"） 与安徽慧儒科技有限公司（以下简称"慧儒科技"、"标的公司"）及其实际控 制人王孙根签署《收购意向书》，公司拟以现金收购及增资方式，取得慧儒科技 不低于 51%的股权。本次交易完成后，慧儒科技将成为公司控股子公司。 2、本次签署的《收购意向书》系各方基于收购事项达成的意向性约定，具 体交易方案、交易金额等将在公司及聘请的中介机构完成对标的公司尽职调查后， 经交易各方协商后在最终签署的正式交易协议中明确。 3、本次交易不构成关联交易，预计不构成《上市公司重大资产重组管理办 法》规定的重大资产重组。 4、本次交易尚处于筹划阶段，最终交易能否达成尚存在不确定性。公司后 续将根据本次交易的进展情况，及时履行相应的决策审批程序和信息披露义务。 敬请广大投资者谨慎投资，注意投资风险。 一、本次交易概况 ...

证券代码：301511 证券简称：德福科技 公告编号：2026-003 2025年12月24日，德福科技、德福卢森堡与交易对方签署了《<股权购买协 议>之补充协议二》，双方同意：本次交易的最终截止日延长至2026年1月9日。 同时，仅在卢森堡经济部于2026年1月9日或之前决定批准本次交易的情况下， 最终截止日可以进一步延长至2026年1月22日，以便交易双方按照该补充协议约 定的时间和流程执行交割程序。在这种情况下，双方关于进一步延长最终截止 日的约定应不迟于2026年1月9日达成。最终截止日在任何情况下不得延长至 2026年1月22日之后。 本次交易已经公司第三届董事会第十五次会议审议通过，具体内容详见公 司于2025年7月29日在巨潮资讯网（http://www.cninfo.com.cn）披露的《关于收 九江德福科技股份有限公司 关于终止收购境外公司股权的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、交易基本情况 2025年7月29日，九江德福科技股份有限公司（以下简称"德福科技"、" 公司"）与Volta Energy Solutions ...

Core Viewpoint - Defu Technology announced a cash acquisition and capital increase agreement with Anhui Huiru Technology Co., Ltd. to acquire at least 51% equity, making Huiru Technology a subsidiary after the transaction [1] Group 1: Acquisition Details - The acquisition involves a cash purchase and capital increase to obtain a minimum of 51% equity in Huiru Technology [1] - Huiru Technology has a registered capital of 224.38 million yuan and an annual production capacity of 20,000 tons of electrolytic copper foil [1] - The actual controller, Wang Sungeng, holds a total of 44.62% of Huiru Technology's shares [1] Group 2: Transaction Status - The transaction is currently in the planning stage and does not constitute a related party transaction or a major asset restructuring [1] - There is uncertainty associated with the completion of the transaction [1]

德福科技公告，公司原计划收购的卢森堡铜箔100%股权因卢森堡经济部附加的限制条件无法完成，交 易双方同意终止此次收购。德福科技已支付的1740.47万欧元合同保证金将在终止后10个工作日内由交 易对方全额退还。此次终止收购不会影响公司的正常生产经营及财务状况。 ...

Investment Rating - The industry investment rating is "Overweight" [1] Core Insights - The lithium battery industry is expected to maintain optimistic demand outlook for 2026, despite a decrease in pre-production for January [45] - The recent implementation of the "2026 Automobile Trade-in Subsidy Implementation Details" is anticipated to stabilize market expectations and stimulate the expansion of the new energy vehicle market [45] - The solid-state battery technology is progressing, with the first solid-state battery pack successfully installed in a vehicle, indicating a shift from laboratory validation to real vehicle testing [45] Summary by Sections Market Review - As of January 8, 2026, the lithium battery index has decreased by 0.85% over the past two weeks, underperforming the CSI 300 index by 2.90 percentage points [12] - The lithium battery index has increased by 0.97% month-to-date, also underperforming the CSI 300 index by 1.36 percentage points [12] Price Changes in the Lithium Battery Supply Chain - As of January 8, 2026, the average price of battery-grade lithium carbonate is 138,600 CNY/ton, up 19.38% over the past two weeks [25] - The price of lithium hydroxide (LiOH 56.5%) is 136,700 CNY/ton, increasing by 33.24% in the same period [25] - The price of lithium iron phosphate is 47,100 CNY/ton, up 11.88% [28] - The price of hexafluorophosphate lithium has decreased by 12.5% to 157,500 CNY/ton [31] Industry News - The first solid-state battery pack developed by Hongqi has been successfully installed in the Hongqi Tian Gong 06 model, marking a significant milestone in solid-state battery technology [40] - The Ministry of Commerce and other departments have issued guidelines for the 2026 automobile trade-in subsidy, which is expected to stimulate the new energy vehicle market [40] Company Announcements - Companies like Ningde Times and Tianqi Lithium have announced plans for production adjustments and expansions, indicating ongoing developments in the lithium battery supply chain [42][46]

Core Viewpoint - Defu Technology (301511) has established stable partnerships with several well-known downstream manufacturers, indicating a strong market position and comprehensive product coverage across various applications by the mid-2025 semi-annual report [1] Group 1: Company Partnerships - Defu Technology has formed stable collaborations with notable companies such as Shenghong Technology (300476), Shunyi Technology, Panasonic, and others [1] - The partnerships include a diverse range of manufacturers, showcasing the company's extensive network within the industry [1] Group 2: Product Coverage - The company has achieved full category and application field coverage in its product line, enhancing its competitive edge in the market [1]

Core Viewpoint - The second Yangtze River Economic Belt High-Value Patent Transformation and Application Competition concluded successfully, with Jiujiang Defu Technology Co., Ltd. winning the silver award for its project on the research and application of key technologies for all-solid-state battery porous copper foil, highlighting its innovation strength and patent transformation value [1][2]. Group 1: Competition Overview - The competition theme was "Innovative Collaboration to Energize and Share a New Future for the Yangtze River," expanding from 16 provinces to 26 provinces and municipalities, including Hong Kong, focusing on the industrialization of high-value patents [2]. - Awards included 5 gold, 10 silver, and 50 bronze, with respective cash prizes of 50,000, 30,000, and 10,000 yuan [2]. Group 2: Project Details - The award-winning project was organized by the Intellectual Property Management Department of Jiujiang Defu Technology, with a research team led by Dr. Jiang Yang and Dr. Fang Ming, consisting of 9 members [2]. - The focus of the project is on porous copper foil, a high-end lithium battery copper foil favored by top manufacturers in the power battery industry, serving as a benchmark for measuring the technological advancement of lithium battery copper foil companies [2]. Group 3: Technological Innovation - In the context of the accelerating development of the all-solid-state battery industry, traditional copper foil processing methods face challenges such as low production efficiency and material damage, necessitating innovative solutions [3]. - Jiujiang Defu Technology established a dedicated R&D team to tackle the porous copper foil project, proposing key technologies such as an integrated forming process and dynamic monitoring of additive concentration, creating a comprehensive independent innovation system [3]. - The porous copper foil has emerged as an ideal material to overcome technical bottlenecks in all-solid-state batteries, with its industrialization playing a crucial role in upgrading the new energy battery industry [3]. Group 4: Future Outlook - The award is a recognition of the company's patent transformation efforts and an encouragement for continued technological innovation [3]. - High-value patents are essential for the company's core competitiveness, with a complete intellectual property protection system established for the related patents [3]. - The company plans to leverage this award to increase R&D investment, deepen patent layout and transformation, and promote the application of porous copper foil technology in more new energy sectors, contributing to the high-quality development of the Yangtze River Economic Belt's new energy industry [3].

Group 1 - Maduro denies all charges from the U.S. and claims he is still the President of Venezuela [2] - The U.S. has accused Maduro of drug terrorism conspiracy, cocaine smuggling conspiracy, and possession of firearms [2] - Maduro states he was forcibly taken from his home in Caracas [2] Group 2 - China condemns the U.S. for violating Venezuela's sovereignty and international principles [3] - The U.S. is accused of undermining multilateralism and threatening peace in Latin America and the Caribbean [3] Group 3 - Venezuela's oil exports have nearly dropped to zero due to U.S. sanctions and blockade [4] - The Venezuelan oil company is reducing production and closing some oil fields due to accumulated inventory [4] - Shortages of diluents for blending heavy crude oil are further restricting production activities [4] Group 4 - Trump claims the U.S. must have complete access to Venezuela's resources and asserts U.S. control over the country [5][6] - The U.S. Vice President's residence was attacked, with one suspect arrested [6] Group 5 - High expectations for Chinese stocks with projected annual growth of 15% to 20% in 2026 and 2027 [8] - Corporate earnings in China are expected to grow by 14% and 12% in 2026 and 2027, respectively [8] - Factors driving growth include AI applications, international expansion, and policies to reduce internal competition [8]